Work Center

In Portfolio, Work center you can easily view and access all records and relationships you manage as a fundraiser. Think of your work centeras the one-stop shop for everything you need in Raiser's Edge NXT.

Tip: As you work with a list in your work center , you can choose which records and details to view, such as to focus on specific criteria. For more information, see Lists.

Note: To help you get a jump on your day, fundraisers with access to Portfolio, Work center automatically start there when they sign in. Otherwise, you start on Home.

If you can access others' work centers as a manager or other supervisor, select Change fundraiser to choose whose portfolio to view. To view everyone's portfolios, choose All fundraisers.

Tip: Admins! For information about how to set up work centers for your organization, see Set Up Fundraising Work Center.